Course Title: Investment

Part A: Course Overview

Course Title: Investment

Credit Points: 12


Terms

Course Code

Campus

Career

School

Learning Mode

Teaching Period(s)

BAFI1042

City Campus

Undergraduate

625H Economics, Finance and Marketing

Face-to-Face

Sem 1 2006,
Sem 2 2006,
Sem 1 2007,
Sem 2 2007,
Sem 1 2008,
Sem 2 2008,
Sem 1 2009,
Sem 2 2009,
Sem 1 2010,
Sem 2 2010,
Sem 1 2011,
Sem 2 2011,
Sem 1 2012,
Sem 2 2012,
Sem 1 2013,
Sem 2 2013,
Sem 1 2014,
Sem 2 2014,
Sem 1 2015,
Sem 2 2015,
Sem 1 2016,
Sem 2 2016,
Sem 1 2017,
Sem 2 2017

BAFI1044

Kolej Metropolitan

Undergraduate

625H Economics, Finance and Marketing

Face-to-Face

Offsh 3 09

BAFI1045

Singapore Inst of Management

Undergraduate

625H Economics, Finance and Marketing

Face-to-Face

Offsh 1 09,
Offsh 3 09,
Offsh 1 10,
Offsh 3 10,
Offsh 1 11,
Offsh 3 11,
Offsh1 12,
Offsh3 12,
Offsh1 13,
Offsh3 13,
Offsh1 14,
Offsh3 14,
Offsh1 15,
Offsh3 15,
Offsh1 16,
Offsh3 16,
Offsh1 17,
Offsh3 17

BAFI2049

Hong Kong Management Associatn

Undergraduate

625H Economics, Finance and Marketing

Internet

Offsh1 13

BAFI3194

RMIT University Vietnam

Undergraduate

625H Economics, Finance and Marketing

Face-to-Face

Viet3 2012,
Viet1 2013,
Viet2 2013,
Viet3 2013,
Viet1 2014,
Viet2 2014,
Viet3 2014,
Viet1 2015,
Viet2 2015,
Viet3 2015,
Viet1 2016,
Viet2 2016,
Viet3 2016,
Viet1 2017,
Viet2 2017,
Viet3 2017

Course Coordinator: Mr Thompson Nguyen

Course Coordinator Phone: +61 3 9925 5987

Course Coordinator Email: thompson.nguyen@rmit.edu.au

Course Coordinator Location: Melbourne City Campus Building 80, Level 10, Room 28

Course Coordinator Availability: Please check with course coordinator


Pre-requisite Courses and Assumed Knowledge and Capabilities

Required Prior Study
004969 - Business Finance


Course Description

In this course you will explore and analyse the theory, concepts, tools and techniques of investment and portfolio management. At the conclusion of the course you will be sufficiently competent to apply the theory and practice of finance theories in a work environment, as well as to gain confidence in the application of a range of techniques, and develop a capacity for independent thought and critical analysis, in the areas of investment analysis and portfolio management which will enable you to study finance at a higher level in the future.

This course includes a Work Integrated Learning experience. You will undertake and be assessed on structured activities that allow you to learn, apply and demonstrate your professional or vocational practice; and be involved in authentic engagement with partner organizations that include industry feedback.


Objectives/Learning Outcomes/Capability Development

-


On successful completion of this course you will be able to:

  1. Understand the nature of an investment and its environment, importance of asset allocation, professional money management and industry ethics in diverse contexts.
  2. Illustrate the concept of modern portfolio theory, capital market theory and their relation to asset pricing models.
  3. Undertake estimation of capital asset pricing model and multifactor asset pricing models using regression analysis to make an investment decision.
  4. Apply a range of techniques using fundamental analysis and technical analysis to predict the future of the stock market and also critically analyze statistical findings, share price information, stock market information and current economy published in media, online resources (e.g. Google finance, Yahoo finance, Bloomberg) and library databases to make an optimal investment decision.
  5. Estimate a variety of equity valuation models to make optimal investment decisions and provide advice accordingly to investors, stakeholders and general public.
  6. Understand the issues associated with the evaluation of portfolio performance and apply the knowledge to estimate various performance evaluation techniques to evaluate portfolio managers performance.
  7. Apply the concept of portfolio management by constructing and managing a portfolio through trading room activities (dealing sessions) similar to professional practice.


Overview of Learning Activities

To achieve the objectives listed above this course has planned a range of learning experiences for you to participate in various learning activities. These activities comprise the following:

  • active participation and note taking during scheduled lectures, tutorials and dealing sessions
  • rigorous self-study and preparation
  • reading of, and note taking from, prescribed and recommended text books, as well as other references
  • actively participate in discussion sessions to solve problems in group assignment
  • optional consultation with academic staff
  • complete assessment tasks

You are expected to have read the set reading from the prescribed text as well as any contemporary academic literature relating to each topic. You are also expected to conduct your own readings before attending the lectures, tutorials and dealing sessions. The materials presented in the lectures and dealing sessions may be different from the materials students download from the Blackboard in terms of information format, breadth and depth. The materials used in the lectures and dealing sessions are specifically designed to explain and demonstrate key concepts and may not include all the details.


Overview of Learning Resources

Various learning resources are available online through myRMIT Studies\Blackboard. In addition to topic notes; assessment details and a study schedule you may also be provided with links to relevant online information; readings; audio and video clips and communication tools to facilitate collaboration with your peers and to share information.

Resources are also available online through RMIT Library databases and other facilities. If you require assistance with the RMIT library facilities contact the Business Liaison Librarian for your school. Contact details for Business Liaison Librarians are located online on the RMIT library website.

Additional resources and/or sources to assist your learning will be identified by your course coordinator will be made available to you as required during the teaching period.
 

  • Thomson Reuters Eikon (RTF)
  • A number of External Links are found on the Learning Hub. Secondly, other External Links can be categorised into three major sections:
  1. Daily Newspapers and Business Magazines
  2. Financial Markets
  3. Damodaran, Aswith, Investment Valuation [2nd Edition], available online at: http://pages.stern.nyu.edu/~adamodar/

 


Overview of Assessment

The assessment tasks, their weighting and the course learning outcomes to which they are aligned are as follows:

Assessment Task 1: 20%
Linked CLOs: 1, 2, 3, 4

Assessment Task 2: 40%
Linked CLOs: 3, 4, 5, 6

Assessment Task 3: 40%
Linked CLOs: 4, 5, 6, 7

Feedback will be provided throughout the semester in class and/or in online forums through individual and group feedback on practical exercises and by individual consultation.